UBS (CH) Institutional Fund 3 - Equities Switzerland II I-X header image

UBS (CH) Institutional Fund 3 - Equities Switzerland II I-X

Fund

ISIN CH0229995763 / Valor 22999576

NAV (2024-05-07)
CHF 1,784.72+1.39%

UBS (CH) Institutional Fund 3 - Equities Switzerland II I-X
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General Objective

The fund aims to invest in equity securities issued by companies domiciled in Switzerland in order to actively manage the portfolio and outperform the benchmark.

Fund Exposure

The fund is primarily exposed to the Swiss equity market, with investments in sectors such as healthcare, financial system, consumer staples, industrials, IT, consumer discretionary, and materials and supplies. The top 10 positions include companies like Nestle SA, Roche Holding AG, and Novartis AG.

Risks

All investments in the fund are subject to market fluctuations, and specific risks associated with the fund can increase under unusual market conditions.

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Source

https://www.ubs.com/ch/de/assetmanagement/funds/asset-class/ch0229995763-ubs-ch-institutional-fund-3-equities-switzerland-ii-i-x-pd001.html

Tags:
actively managed swiss equities spi

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